Assign preparers, representatives, reviewers, and staff to a tax return

Before you begin

Assign tax roles

Select
Setup
, then
Staff
in Onvio Center.
Select
Edit
next to a staff member in the list.
Open the
Roles
tab.
Mark the checkbox next to any of these fields to assign that tax role:
Preparer
Lets staff prepare and file tax returns.
Enter preparer information like
EFIN
,
PTIN
, and State filing information in the Tax Preparer Information tab.
Reviewer
Lets staff review tax returns.
Representative
Lets staff be representatives in tax returns for Forms 2848 and 8821.
Enter representative information like
CAF number
,
Designation
, and
Address
in the
Representative Information
tab.
Select
Save
when you're finished.

Tax return assignments

Open
Projects
.
Select
Edit
next to a project in the list.
Select the return's
Preparer
,
Staff
, and
Reviewer
in the Assignments section.
Select
Save & Open
to open the return, or
Save & Close
to return to the
Projects
list.